Latest Institutional Purchases of Nuveen Preferred & Income Opportunities Fund (JPC)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$31.6 - $32.3
|
12.5K
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 4.55% |
$7.89 - $8.07
|
23
$188
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
300KNew |
$2.35M - $2.45M
|
300K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
81.6KNew |
$639K - $666K
|
81.6K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$572K - $596K
|
73K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
70KNew |
$548K - $571K
|
70K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59.9KNew |
$469K - $489K
|
59.9K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53.7KNew |
$420K - $438K
|
53.7K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
53.3KNew |
$417K - $435K
|
53.3K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.3KNew |
$402K - $419K
|
51.3K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
50KNew |
$392K - $408K
|
50K
$409K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
48KNew |
$376K - $391K
|
48K
$392K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$296K - $309K
|
37.8K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
28.5KNew |
$223K - $232K
|
28.5K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.7KNew |
$209K - $218K
|
26.7K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25KNew |
$196K - $204K
|
25K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.9K+ 70.02% |
$195K - $203K
|
60.4K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$137K - $143K
|
17.5K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1K+ 144.45% |
$126K - $131K
|
27.2K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
15.3KNew |
$120K - $125K
|
15.3K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
15KNew |
$117K - $122K
|
15K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$111K - $115K
|
14.1K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$102K - $107K
|
13.1K
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$100K - $105K
|
12.8K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$97.8K - $102K
|
12.5K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
12.5KNew |
$97.5K - $102K
|
12.5K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
12.4K+ 21.23% |
$97.3K - $101K
|
70.9K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.3K+ 5.87% |
$96.7K - $101K
|
223K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$91K - $94.9K
|
11.6K
$95.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$86.5K - $90.1K
|
11K
$90.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$85.4K - $89K
|
10.9K
$89.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$78.9K - $82.2K
|
10.1K
$82.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.24KNew |
$72.3K - $75.4K
|
9.24K
$75.6K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
2.84K+ 0.79% |
$22.2K - $23.2K
|
360K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$20.4K - $21.2K
|
2.6K
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$19.6K - $20.4K
|
2.5K
$20.5K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.36KNew |
$18.4K - $19.2K
|
2.36K
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
2K+ 19.72% |
$15.7K - $16.3K
|
12.1K
$99.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98KNew |
$15.5K - $16.1K
|
1.98K
$16.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.92KNew |
$15K - $15.7K
|
1.92K
$15.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
995New |
$7.79K - $8.12K
|
995
$8.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
880New |
$6.89K - $7.18K
|
880
$7.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$5.48K - $5.71K
|
700
$5.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
474+ 3.34% |
$3.71K - $3.87K
|
14.7K
$120K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
247New |
$1.93K - $2.02K
|
247
$2.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
135New |
$1.06K - $1.1K
|
135
$1.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125+ 0.25% |
$979 - $1.02K
|
51.1K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 3.29% |
$78.3 - $81.6
|
314
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 8.01% |
$1.42M - $1.56M
|
2.56M
$21M
|
|